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Contact Management

Effectively manage your contacts and relationships with a 360° contact management features. Easily import or capture your contacts/leads, enrich them, track all conversations and activities, and have informed conversations with better insights.

Learn more about contact management

  • Create reliable data repository

    Import contacts from Google, Mobile, CSV/Excel files or capture them using our form integrations with all required fields for your business.

  • Filters / Segmentation / Search

    Intuitively filter your contacts on host of criteria and save the filters smart views (segments). Effortlessly search across all your contacts.

  • Auto profile enrichment

    Say goodbye to manually entering data into the system. Salesmate auto enrich your contact data using clearbit integration and email parsers.

  • Auto assignments

    Auto-assign contacts/leads to your sales reps using sales workflows. Not only that you can automate the busywork of sending emails.

  • Sales activity tracking

    Plan for upcoming single or recurring events, send emails, log calls or post- sales notes directly from your contact and company views.

  • Bulk actions

    Use powerful bulk actions to update, delete, merge, and manage your contacts. Send bulk emails, assign owners, and export.

Sales Pipeline

Quickly view, organize, prioritize and follow-up using simplified pipeline view of your complex sales process to close more deals.

Learn more about sales pipeline

  • Visual sales pipeline

    Get clear visualization of your deals spread across different stages of the sales pipeline
    with clear indications where you need.

  • Easy to use

    Filter and sort required deals, drag drop them from one stage to another or quickly plan next actions from board view itself.

  • Activities and automation

    Automate creation of follow-up tasks, calls or demos when a deal reaches to the particular stage or set auto reminders for deals.

  • Improve collaboration

    Every part of your communication is like notes, emails, planned and completed activities is present on your deal timeline.

  • Deal pipeline forecast

    Get insights around the overall health of your sales pipeline based on each deal’s current
    stage and plan.

  • Manage deals on the go

    All information about deals and required plan of action to close them is available on Salesmate IOS/Android apps.


Smart Emails

Know what happens to your emails once you hit send. Build email templates and measure their performance to get actionable insights to optimize your sales process.

Learn more about smart emails

  • 2-way email sync

    Sync your favorite Google, Microsoft Exchange, Outlook, Yahoo or other imap services to send and receive emails directly inside Salesmate.

  • Email tracking

    Get notified real time whenever someone opens or click an email, so you plan next course of action and improve engagement.

  • Personalised templates

    Spend less time in rewriting same emails. Use mail merge tags to personalize your email templates

  • Insightful email matrics

    Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.

  • Send bulk emails

    Send personalized bulk emails to your customers and prospects with a single click and make mundane follow-up activities to fun one.

  • Never miss emails

    Get your emails auto linked with concerned deals, or manually attach with existing deals or create the new one.

  • Deliver when you want

    Following up clients or prospects from different time zone becomes very easy with Salesmate’s schedule functionality.


One size doesn’t fit all. Salesmate provides plenty of Customizations to tailored fit your company’s style, and push selling to next level with your teammates.

Learn more about customizations

  • Deal pipelines and stages

    You can build multiple sales and business pipelines with different stages for each, to support your different teams or products.

  • Custom fields

    Feel free to capture and arrange the different type of data for your contacts, companies and deals, so that you can drive better results by analyzing.

  • Custom activity types

    Custom activity types help you to track the required type of communication for closing a deal and enables.

  • User roles and access control

    Keep full control over your business’s data by creating and assigning roles to your users, to make sure that only required records.

  • Custom views (segments) / Reports

    Access data which matters to you in the required format. Use filters to create segments, reports and widgets which you want to access.

  • Multiple currencies and time-zone

    Don’t worry if your team is distributed in multiple time zones or have clients from different countries.

Mobile CRM

Supercharge your productivity while you are working on-the-go with Salesmate’s IOS / Android mobile apps. Get 360° view, manage deals or schedule and perform activities.

Learn more about mobile CRM

  • Data at your fingertips

    Access information about contacts, deals, activities from anywhere. Brush up your details before starting any important meeting. fingertips

  • Manage deals

    Quickly post notes or change stage/status of the deal after demo or call, so your teammates are aware of progress and can predict sales forecast.

    Learn more about deal management

  • Integrated inbox

    No need to juggle between your CRM and Mail app. Directly manage all your email conversations from Salesmate with 2-way email sync.

  • Productive email templates

    Use email templates to eliminate the time required for rewriting long repeated emails from mobile, just select them and send them.

  • Log calls

    Enjoy call tracking facility by initiating calls from Salesmate. Log conversations, link deals, post call notes and schedule next course of activities.

  • Notifications

    Salesmate offers lots of predefined notifications and their channels. Enable most import notifications messages for you.

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Salesmate comes with essential integrations to save your time and deliver extended functionality. Connect your favorite apps and streamline business processes.

Learn more about integrations

  • Gmail / MS Exchange / Outlook / More

    Connect your favorite email provider with Salesmate via 2-way email sync functionality, and enjoy auto linking of emails with contacts.

  • Google Calendar

    Sync your activities with google calendar, to visualize your week or months planning and get reminded about them.

  • Google Drive

    Easily upload and browse documents with contact, deals or activities using Google drive integration.

  • ClearBit

    Auto enriches your contact information with limited data entry, so you can focus on closing more deals than furnishing data manually.

  • Wufoo

    Gravity FormsYou can use wufoo, for creating new contacts automatically in your Salesmate account and run automation above them to create a better sales.

  • Gravity Forms

    More power for your WordPress website, by utilizing your existing forms to capture new contacts and deals and schedule next set.

  • Slack

    Increase collaboration between teammates by auto posting updates about deals or searching required details without leaving the slack channel.

  • Zapier

    Use Zapier integration Connect Salesmate to hundred of different apps to boost your business. Popular integrations:

  • RingCentral

    Make, Receive and log calls directly inside Salesmate. Access full contact and deal information during contact and capture quick.

  • PieSync

    Sync your contacts between your favorite cloud apps ( MailChimp, Google, ActiveCampaign) and Salesmate using PieSync’s robust integration.

Integrated Calling

Avoid time wasted in manually dialing numbers and making any mistakes. Just call to people with a single click, take notes during the call and log them to drive better insights about your sales process.

Learn more about integrated calling

  • Use click-to-call

    Connect with your contacts/prospects with just one click using voice over IP or using a softphone. Spend your time for closing sales.

  • Automatically log calls

    Salesmate will auto log inbound and outbound calls are done using our RingCentral integration. So you don’t miss any information.

  • Conversation history

    With a call start, you get full information about the contact, past conversions and related deals on the screen, no need to search anything manually.

  • Call recordings

    While on call, you may record phone calls and save them, for future usage and maintaining complete conversion history.

  • Activity reports

    Measure how many calls are made and received by your teammates and their outcome. These insights are helpful to understand.

Activity Management

Always keep track of what is happening and what needs to be done to drive more sales and increase team collaboration.

Learn more about activity management

  • Customize activities

    Salesmate comes with a predefined set of common activity types, but as every business is unique.

  • Work in collaboration

    Create and share activities with your teammates, so everyone is aware of the progress and can collaborate
    to finish them together.

  • Notifications

    Get notified whenever an activity is assigned to you, any notes is posted inside or it is due. So you never miss anything which is important.

  • Detailed reports

    You get lots of different insights like activities over time, activities by user and type of activities done by teammates to measure performance.


Fuel your growth with the proper analytics and visual reporting for each aspect of your business. Make sure your team is chasing required goals with the right approach.

Learn more about reporting

  • Visual sales reports

    Our reports present beautiful charts with compact tables to understand how teammates are performing to achieve common goals.

  • Detailed analytics

    Salesmate reports come with different filters to analyze data at the granular level. So explore required matrix as per your requirements.

  • Sales activity reports

    Measure how many average numbers of calls, meetings and tasks are being done by your teammates to close deals.

  • Goal oriented reports

    Set healthy competition by defining goals for your teammates and know every individual’s contribution to close a sale.

  • Pipeline & revenue reports

    Ensure you have enough pipeline for each stage and Keep comparing forecasted and actual closers for improving your sales processes.

  • Custom reports

    Don’t limit yourselves with our default reports, build customized reports with different chart formats and matrix by selecting your datasets.

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